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Mail merge templates when upgrading

Posted on by 2

Hi,

We are upgrading from CRM 2011 to 2016 v8.2

Currently our users have multiple mail merge templates they often use.

Mail merge options have been removed in dynamics.

Is there an easy and painless way to convert to mail templates to document templates?

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  • RE: Mail merge templates when upgrading

    Hi,

    I also had the similar requirement and I also had to do it manually.

    @Wei Jie Fun : I am completely agree with you.

    Thanks

    Amit Kumar Rath

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Mail merge templates when upgrading

    Hi,

    I think you have to convert it manually. I cant't find any tools for this.

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